EPISODE · Nov 8, 2024 · 18 MIN
Germany is PLUNGING and it’s Spreading to the Rest of the World
from Eurodollar University · host Jeff Snider
Germany's government is the latest casualty of the "vibecession." Amid a flurry of political activity, the markets throw up another major warning with the first ever negative swap spread. Predictably, the mainstream media can't make sense of swaps, the situation, or the economics. It's the economy, stupid. Eurodollar University's Money & Macro AnalysisBloomberg Germany’s Government Puts Itself Out of Its Miseryhttps://www.bloomberg.com/opinion/articles/2024-11-07/germany-s-coalition-government-puts-itself-out-of-its-miseryBloomberg Fear of German Debt Binge Flips Key Market Gauge for First Timehttps://www.bloomberg.com/news/articles/2024-11-07/fear-of-german-debt-binge-flips-key-market-gauge-for-first-timeBloomberg Scholz Sees Germany Riding Out War in Ukraine Without Recessionhttps://www.bloomberg.com/news/features/2023-01-17/german-chancellor-olaf-scholz-on-2023-economic-outlook-war-in-ukrainehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
What this episode covers
Germany's government is the latest casualty of the "vibecession." Amid a flurry of political activity, the markets throw up another major warning with the first ever negative swap spread. Predictably, the mainstream media can't make sense of swaps, the situation, or the economics. It's the economy, stupid. Eurodollar University's Money & Macro AnalysisBloomberg Germany’s Government Puts Itself Out of Its Miseryhttps://www.bloomberg.com/opinion/articles/2024-11-07/germany-s-coalition-government-puts-itself-out-of-its-miseryBloomberg Fear of German Debt Binge Flips Key Market Gauge for First Timehttps://www.bloomberg.com/news/articles/2024-11-07/fear-of-german-debt-binge-flips-key-market-gauge-for-first-timeBloomberg Scholz Sees Germany Riding Out War in Ukraine Without Recessionhttps://www.bloomberg.com/news/features/2023-01-17/german-chancellor-olaf-scholz-on-2023-economic-outlook-war-in-ukrainehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
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Germany is PLUNGING and it’s Spreading to the Rest of the World
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